Verity Asset Management’s iShares US Technology ETF IYW Stock Holding History

Verity Asset Management’s Portfolio IYW Stock Details IYW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-10,432	Closed	-$506K	–	133
2018 Q3	$506K	Hold	10,432	–	–	0.5%	42
2018 Q2	$465K	Buy	10,432 +1,200	+13%	+$53.1K	0.42%	43
2018 Q1	$388K	Sell	9,232 -1,260	-12%	-$54.3K	0.35%	50
2017 Q4	$427K	Buy	+10,492	New	+$420K	0.32%	49
2017 Q2	–	Sell	-7,932	Closed	-$268K	–	134
2017 Q1	$268K	Buy	+7,932	New	+$257K	0.22%	81

Other funds holding IYW

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PAG

Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Verity Asset Management's IYW Position: Q4 2018 in Review

Verity Asset Management sold out of iShares US Technology ETF (IYW) in Q4 2018, closing a stake of 10,432 shares — an estimated $506K sold.

Verity Asset Management first reported a position in IYW in Q1 2017 and held it in 5 quarters. The position peaked at $506K in Q3 2018. 341 funds tracked by Wall St. Rank hold IYW as of Q4 2018.

Verity Asset Management reported no remaining iShares US Technology ETF position as of Q4 2018 after selling out during the quarter.
Verity Asset Management sold 10,432 iShares US Technology ETF shares in Q4 2018, an estimated $506K.
Verity Asset Management first reported a position in iShares US Technology ETF in Q1 2017 and held it in 5 quarters.
Verity Asset Management's iShares US Technology ETF position peaked at $506K in Q3 2018.
341 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q4 2018.

Based on Verity Asset Management's 13F filing for Q4 2018, filed 12 Feb 2019.